See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Participant loan processing; Recordke... | $59,983 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $15,387 |
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $12,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,154 | $72,770-61.3% | $67,652-58.4% | $55,191-49.0% |
| Participation rate | 67.6% | 78.8%-11.2pp | 75.7%-8.1pp | 69.2%-1.6pp |
| Annual return | -1.80% | -3.26%+1.5pp | 6625.04%-6626.8pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,278 | $1,769-27.8% | $2,266-43.6% | $1,899-32.7% |
| Participant deferral / active EE | $2,402 | $3,408-29.5% | $3,560-32.5% | $3,046-21.2% |
| Admin fee / account holder | $67 | $79-15.0% | $4,821-98.6% | $91-26.2% |